ABOUT THE ROLE
Mariner is seeking an innovative Agentforce and AI Developer to lead the design and implementation of AI-powered automation within our Salesforce Financial Services Cloud (FSC) ecosystem. In this pivotal role, you will architect and deploy Agentforce agents, autonomous workflows, and AI-enhanced advisor tools that elevate efficiency, personalization, and intelligence across our advisor platform. As a core contributor to our expanding AI initiatives, you will directly shape the future of advisor and client experiences at Mariner.
KEY RESPONSIBILITIES
- Design, configure, and deploy Agentforce agents in Salesforce FSC to automate advisor workflows, client service activities, and operational processes
- Develop and optimize agent topics, actions, and instructions using advanced prompt engineering for financial services scenarios
- Integrate Agentforce with MuleSoft APIs, external data feeds, and financial planning platforms to extend agent functionality
- Partner with FSC Solution Architects to ensure agent solutions are aligned with CRM data models, security frameworks, and best practices
- Implement Salesforce Einstein features (Einstein Copilot, Predictive AI, Next Best Action) to deliver actionable insights and recommendations for advisors
- Conduct comprehensive testing of agent behavior, including handling edge cases, mitigating hallucination risk, and upholding compliance requirements
- Monitor agent performance, analyze usage data, and refine agent workflows based on advisor feedback and evolving Salesforce AI capabilities
- Stay abreast of the Salesforce AI roadmap, proactively evaluating and implementing new Agentforce features to enhance our platform
REQUIRED QUALIFICATIONS
- 2+ years of Salesforce development experience (Apex, Lightning Web Components, Flow)
- Direct, hands-on experience with Agentforce, Einstein Copilot, or similar conversational AI technologies within Salesforce
- Strong knowledge of prompt engineering and large language model (LLM) behavior in enterprise environments
- Demonstrated ability to design within Salesforce’s security model (profiles, permission sets, sharing rules)
- Proven skill in translating complex advisor workflows into structured agent-driven action sequences
PREFERRED QUALIFICATIONS
- Salesforce AI Associate or Agentforce Specialist certification
- Familiarity with the Salesforce FSC data model and advisor/client relationship management
- Experience with MuleSoft integration patterns to enhance agent capabilities with external data
- Background in financial services, wealth management, or fintech
- Exposure to responsible AI frameworks and compliance protocols relevant to regulated industries
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/.
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